See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,423 | $88,360-31.6% | $145,433-58.5% | $67,986-11.1% |
| Participation rate | 92.8% | 65.5%+27.3pp | 82.1%+10.6pp | 57.2%+35.6pp |
| Annual return | 18.35% | 63.15%-44.8pp | 66.58%-48.2pp | 31.67%-13.3pp |
| Employer contribution / active EE | $4,180 | $3,054+36.9% | $4,554-8.2% | $2,019+107.1% |
| Participant deferral / active EE | $8,186 | $5,932+38.0% | $7,897+3.7% | $3,358+143.8% |
| Admin fee / account holder | $19 | $3,313-99.4% | $13,129-99.9% | $3,203-99.4% |